A Partner Practice of St. James's Place Wealth Management

Tulloch Wealth Management Limited

Samantha Tulloch

DipPFS BA(Hons)
I have a simple function, to make finance understandable, provide an exceptional service, and ensure I always fully understand the needs and desires of my clients. My clients tell me that I am approachable, provide clear targeted advice and all in a professional manner.

About

After 20 years of working within financial services for some of the worlds largest institutions both in the UK and Offshore, my experience has shown me that first class customer service is of paramount importance.

The essence of my business is to provide personal and tailor made wealth management advice, whilst always applying the four pillars of my business: first class service, honesty, integrity and professionalism.

My philosophy of treating clients as individuals is one of the key drivers for my business. This is why my clients stay with me, and why so much of my new business comes from recommendations and referrals.

Specialties: My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

Tulloch Wealth Management was established as a Partner Practice of St. James's Place Wealth Management in 2018.

Prior to this Samantha Tulloch, the Practice's Principal, had been advising clients on financial planning matters for over 20 years within the UK and overseas.

Based in the North East, Samantha provides advice to clients through out the United Kingdom.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
I recently retired from my position of almost 40 years. Thanks to Samantha's personal advice and service, my wife and I have maximised my pension benefits and enjoy quality time together. Without this professional and very timely financial guidance we would not have been able to do this and as a res...
Robert Andrew Hymers |Retired, Sunderland
Sam has provided me with exceptional financial support and advice for a number of years. She is friendly, approachable and has always been available to answer queries. Her manner is professional, yet she patiently explains everything in a way that I can understand. I trust her completely and have fa...
Mrs Lynda Metcalfe |Retired, Northallerton
Samantha has always put my best interests first and I trust the advice she has given me. The service and support I have received has always been excellent and would not hesitate to recommend her to anyone.
Kevin Hallimond |Retired, Bishop Auckland
When meeting with Samantha she has always instilled confidence in me with her depth of knowledge and enthusiasm of all things financial related. Nothing was too much trouble. She has certainly made my journey into retirement a whole lot easier.
Kevin Charlton |Retired, Barnard Castle
Samantha has been an inspiration in helping me realise and manage my finances. She respects how I feel about my financial position and supports me in every way possible. I have complete faith in her advice and judgement. She is always available when needed. I have recommended her to a number of peop...
Violet Roux |Administrator, Kingston Upon Thames
Samantha has helped myself and my husband through the personal pension minefield. We have and will continue to recommend her to others. Always polite, pleasant and very professional.
Elaine Clare |Bowes
Samantha’s knowledge of my company's pension and share purchase systems has been exceptional and her guidance has ensured I have avoided issues that have impacted some of my former colleagues. I have found her to be approachable at all times and her response to my enquiries has always been prompt an...
Martin Race |Retired, Bishop Auckland

News & Insights

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Tulloch Wealth Management Limited is registered in England and Wales, Number 12103997. Registered Office: 68 Willoughby Park, Alnwick, Northumberland, NE66 1ET.
Samantha Tulloch
Tulloch Wealth Management Limited